Selective Wealth Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Selective Wealth Management, Inc.

$272 Million
Q2 2025

A detailed history of Selective Wealth Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 12,077 shares of SCHM stock, worth $362,793. This represents 0.12% of its overall portfolio holdings.

Number of Shares

12,077

Previous 13,433 10.09%

Holding current value

$362,793

Previous $351,000 3.7%

% of portfolio

0.12%

Previous 0.15%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	SELL	$22.92 - $28.05 $31,079 - $38,035	-1,356 Reduced 10.09%	12,077 $338,000
Q1 2025 Apr 14, 2025	SELL	$25.58 - $29.24 $332 - $380	-13 Reduced 0.1%	13,433 $351,000
Q4 2024 Jan 15, 2025	BUY	$27.54 - $83.04 $217,318 - $655,268	7,891 Added 142.05%	13,446 $372,000
Q3 2024 Oct 09, 2024	SELL	$75.47 - $83.18 $177,052 - $195,140	-2,346 Reduced 29.69%	5,555 $461,000
Q2 2024 Jul 10, 2024	SELL	$75.69 - $81.19 $10,218 - $10,960	-135 Reduced 1.68%	7,901 $614,000
Q1 2024 Apr 11, 2024	SELL	$72.89 - $81.43 $13,557 - $15,145	-186 Reduced 2.26%	8,036 $654,000
Q4 2023 Jan 05, 2024	SELL	$63.01 - $75.95 $117,513 - $141,646	-1,865 Reduced 18.49%	8,222 $619,000
Q3 2023 Oct 10, 2023	SELL	$66.75 - $73.98 $37,380 - $41,428	-560 Reduced 5.26%	10,087 $682,000
Q2 2023 Jul 11, 2023	SELL	$65.29 - $71.03 $34,277 - $37,290	-525 Reduced 4.7%	10,647 $756,000
Q4 2022 Jan 23, 2023	SELL	$61.05 - $69.94 $16,605 - $19,023	-272 Reduced 2.38%	11,172 $0
Q3 2022 Oct 21, 2022	SELL	$60.5 - $72.51 $56,386 - $67,579	-932 Reduced 7.53%	11,444 $693,000
Q2 2022 Jul 28, 2022	BUY	$60.91 - $76.4 $742,005 - $930,704	12,182 Added 6279.38%	12,376 $776,000
Q1 2022 Apr 20, 2022	BUY	$70.66 - $80.89 $13,708 - $15,692	194 New	194 $15,000

Others Institutions Holding SCHM

# of Institutions

1,041

Shares Held

284M

Call Options Held

9.4K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Selective Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Selective Wealth Management, Inc. with notifications on news.

Account

Selective Wealth Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History